SWM
Segment Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
13,392
+235
| +2% | +$18.8K | 0.07% | 156 |
|
|
2025
Q1 | $945K | Buy |
13,157
+224
| +2% | +$16.1K | 0.06% | 159 |
|
|
2024
Q4 | $908K | Buy |
12,933
+73
| +0.6% | +$5.13K | 0.06% | 157 |
|
|
2024
Q3 | $726K | Sell |
12,860
-1,807
| -12% | -$102K | 0.05% | 167 |
|
|
2024
Q2 | $871K | Sell |
14,667
-74
| -0.5% | -$4.4K | 0.06% | 154 |
|
|
2024
Q1 | $854K | Buy |
14,741
+74
| +0.5% | +$4.29K | 0.06% | 151 |
|
|
2023
Q4 | $722K | Buy |
+14,667
| New | +$722K | 0.06% | 158 |
|
|
2022
Q2 | – | Sell |
-4,231
| Closed | -$205K | – | 253 |
|
|
2022
Q1 | $205K | Buy |
+4,231
| New | +$205K | 0.02% | 241 |
|
|
2020
Q1 | – | Sell |
-7,658
| Closed | -$412K | – | 235 |
|
|
2019
Q4 | $412K | Buy |
+7,658
| New | +$412K | 0.07% | 166 |
|
|
2018
Q4 | – | Sell |
-7,619
| Closed | -$401K | – | 223 |
|
|
2018
Q3 | $401K | Buy |
7,619
+389
| +5% | +$20.5K | 0.09% | 144 |
|
|
2018
Q2 | $400K | Buy |
7,230
+383
| +6% | +$21.2K | 0.09% | 139 |
|
|
2018
Q1 | $359K | Sell |
6,847
-1,016
| -13% | -$53.3K | 0.09% | 139 |
|
|
2017
Q4 | $477K | Buy |
7,863
+182
| +2% | +$11K | 0.12% | 128 |
|
|
2017
Q3 | $423K | Sell |
7,681
-251
| -3% | -$13.8K | 0.11% | 131 |
|
|
2017
Q2 | $439K | Buy |
+7,932
| New | +$439K | 0.12% | 131 |
|
|
2016
Q3 | – | Sell |
-34,108
| Closed | -$1.61M | – | 165 |
|
|
2016
Q2 | $1.61M | Sell |
34,108
-2,803
| -8% | -$133K | 0.67% | 55 |
|
|
2016
Q1 | $1.79M | Sell |
36,911
-346
| -0.9% | -$16.7K | 0.67% | 55 |
|
|
2015
Q4 | $2.03M | Buy |
37,257
+32,821
| +740% | +$1.78M | 0.77% | 49 |
|
|
2015
Q3 | $228K | Buy |
4,436
+64
| +1% | +$3.29K | 0.09% | 145 |
|
|
2015
Q2 | $246K | Hold |
4,372
| – | – | 0.09% | 153 |
|
|
2015
Q1 | $239K | Sell |
4,372
-5
| -0.1% | -$273 | 0.08% | 155 |
|
|
2014
Q4 | $240K | Sell |
4,377
-560
| -11% | -$30.7K | 0.09% | 135 |
|
|
2014
Q3 | $256K | Sell |
4,937
-75
| -1% | -$3.89K | 0.1% | 148 |
|
|
2014
Q2 | $263K | Buy |
5,012
+372
| +8% | +$19.5K | 0.1% | 147 |
|
|
2014
Q1 | $232K | Buy |
4,640
+175
| +4% | +$8.75K | 0.11% | 142 |
|
|
2013
Q4 | $203K | Buy |
+4,465
| New | +$203K | 0.1% | 151 |
|